KIRTLAND FINANCIAL MANAGEMENT, INC.
CRD #131138 SEC #801-63403 CORAL GABLES, FL (305) 648-0006
SEC Registered
Total AUM
$327.6M
Discretionary
$305.5M
Employees
4
Clients
101
Accounts
460
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HIXON, BRETT, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| KIRTLAND, MARY, DUNCAN | I | PRESIDENT | E | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | Control |
| HIXON, BRETT, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (12)
CO FL GA LA NC NH NY PA SC TN TX VA
Address
100 ALMERIA AVESUITE 302
CORAL GABLES, FL 33134
United States
Phone: (305) 648-0006